Requesting Banner access and/or training
All new users are required to complete FERPA training online and live Banner training prior to access. Please consider the following carefully to ensure that you are eligible for Banner training and access.
1. Banner access request
2. FERPA training
All users must complete FERPA training prior to receiving Banner access.
The training is in two parts: the training content (about 45 minutes) and the assessment (about 15 minutes). Both must be completed to satisfy the FERPA training requirement.
When you’ve completed the training program, you will be presented with a certificate of completion. While you do not need to provide this to me, I suggest you retain it for your records in the event you’re asked to provide verification.
3. Banner training
Next, book an appointment to join an upcoming Banner training class.
On the booking form, you will see a text box to give additional details about the nature of the appointment. To prepare you for completing the form, I've given some tips for what to expect on the booking form.
We kindly ask that you delay booking your appointment until you have the following information. If you're not sure how to respond to the form prompts, please ask your supervisor or colleague before submitting the form.
You’ll be asked to provide the name of the person who was previously in your position or the name of a current employee who has the same access you're seeking. Knowing this allows us to properly calibrate your access.
You’ll be asked to provide a list of pages you will use. If you’re not sure, please ask your supervisor or colleagues before submitting the form. If you’re unable to do so, providing a list of tasks or information you’ll look up is helpful. This is not so much for access calibration, but rather to ensure I demonstrate the screens you will be using so you can have more context for what you'll be doing. More information here will create a better training experience for you.
Once FERPA training and Banner training are complete, I'll open a new request with IT or forward your access request to IT. Once it's in their queue for processing, it should take 2-3 business days to set up your access.
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